Charles Schwab and TD Ameritrade, Inc. are the primary firms that we use to custody our client assets. Charles Schwab, TD Ameritrade, LeConte Wealth Management, LLC and the other entities named on this document are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab and TD Ameritrade do not endorse or recommend any advisor and the use of their respective logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab and/or TD Ameritrade Institutional, members FINRA/SIPC/NFA. Used with permission.